Start onboarding sequence when a discovery call is scheduled

Discovery call webhooks can lack host or prospect context, causing missed prep and handoffs for CS and ops. Enable routing and task creation so teams get context and assignments same day.

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Overview

Discovery calls that arrive without host or prospect context force CS teams to scramble and miss prep windows. This workflow routes each qualifying discovery call into your onboarding sequence and creates the prep and follow-up tasks so teams are ready same day.